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Procore

Create a Project Message to Access a Training Center

Objective

To set up a persistent project message for the Project Home page. 

Background

If you are a user with 'Admin' level permissions to a project's Home page, you can set up a project message that displays on the Home tab for the project. This message is visible to all Procore users with permission to the project.

This persistent message can be used to spread general awareness of company training material or to promote the Training Center once it has been launched.  

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Home tool and 'Editor' on the Training Center to update the message.
    • 'Read-Only' level permissions or higher on the project's Home tool to view the message.

Video

 

Steps

  1. Navigate to the project's Home page. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Update the fields in the Persistent Project Message area as follows:


    project-home-settings-persistent-message.png
    • Title. Type the message title that you want to appear on the Project Home page. 
    • Persistent Project Message. The body of the message. You can also apply any of the options in the formatting toolbar to the message text. 
  4. Click Update.
    This publishes the message to the project's Home page. 

 

Training Center Example

For a Training Center message, enter the following in the 'Persistent Project Message' fields:

  • Title. 
    • For example, 'Custom Support Site'.
  • Persistent Project Message
    • For example, 'For {Company} Employees: {Insert Link Here}' as seen in the screenshot below. 
      Persistent project message.png